Summit Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Summit Financial’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$443K	Buy	+3,869	New	+$445K	0.01%	1038

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Summit Financial's JPME Position: Q1 2026 in Review

Summit Financial opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2026: 3,869 shares worth $443K. The stake represents 0.01% of the portfolio and ranks #1038 among its holdings.

110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Summit Financial held 3,869 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $443K as of Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Summit Financial position in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1038 holding.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.